Azoth v0.1.3

Patch Changes

• Add release-sequenced roadmap documentation, CLI version commands, and the TUI /about command.
• Add FHSC setup, read-only portfolio/account-history access, and broker approval prompts for live reads.
• Remove the local journal UI/tools and keep team output in the team-run store.
• Fix the packaged CLI executable bit after builds.

Published to npm as @toreleon/azoth@0.1.3 with provenance.

Azoth v0.1.2

Azoth v0.1.2

Release date: 2026-05-04

Azoth v0.1.2 improves stock discovery and backtest replay control for the
Vietnam equity agent workflow.

Highlights

• Stock discovery can scan listed HOSE/HNX/UPCOM equities, exchange-specific
  universes, preset baskets, or caller-provided ticker baskets instead of being
  fixed to a small index-style list.
• Discovery supports signal and strategy aliases such as trend following,
  breakout, mean reversion, defensive, liquidity surge, relative strength, and
  weakness.
• /backtest defaults to the previous calendar week when no dates are
  provided.
• Backtests replay interval turns instead of one whole-week decision. The
  default cadence is 30 minutes, with --interval support for slower cadences
  such as 1h and 2h.
• Backtest UI and documentation now report interval cadence and turn count.

Release Automation

• The release workflow can now run on release/** branches and can be started
  manually with workflow_dispatch, so package publication is not limited to
  pushes on master.

Validation

• pnpm typecheck
• pnpm test -- tests/tui.test.tsx

Azoth v0.0.1

Azoth v0.0.1

Release date: 2026-05-04

Azoth v0.0.1 is the first packaged release of the terminal-native Vietnam equity research and trading copilot. It focuses on a chat-first TUI, team-based investment analysis, local journaling, paper-broker execution, risk guardrails, and safe foundations for optional DNSE live trading.

Highlights

• Chat-first Ink TUI with slash commands, resumable sessions, tool chips, status bar, and inline cards.
• Automatic team delegation for broad portfolio questions and deep single-ticker buy/sell/hold analysis.
• Collapsed team subagent UI: the outer agent waits for team tools, then summarizes role findings instead of flooding the terminal with nested tool payloads.
• Vietnam market tooling for quotes, OHLCV, technical indicators, fundamentals, news, macro indices, foreign flow, ticker discovery, portfolio state, and journals.
• Broker-aware autonomy modes: advisory, confirm, and auto.
• Pre-trade guardrails for order notional, concentration, ticker whitelist, market session, buy freeze, margin disabled mode, and daily-loss halt.
• Local paper broker with SQLite-backed cash, positions, orders, rejected-order records, and broker snapshots.
• Weekly team-driven backtesting with running-peak max drawdown, abort support, and guardrail-aware order recording.
• Packaged runtime paths under ~/.azoth, with build-safe schema fallback for compiled distributions.
• npm package shape for npx @toreleon/azoth, global azoth, and standalone helper binaries.

Agent Workflow

For normal chat, Azoth exposes a constrained MCP tool server to the model. The system prompt routes work by intent:

• Fast quote/news/position questions use the direct market and portfolio tools.
• Broad allocation or portfolio questions use team_question.
• Deep single-ticker recommendations use team_analyze.
• Once a team tool is called, the outer agent waits for it to finish and summarizes the result instead of duplicating the same data collection in parallel.

The team workflow is:

1. Analyst layer: technical, fundamentals, news, and sentiment.
2. Research layer: bull and bear debate.
3. Research manager: synthesis and strategic plan.
4. Trader: entry, sizing, and execution view.
5. Risk: veto, sizing adjustment, and concerns.
6. Portfolio manager: final rating, allocation, rationale, and exit plan.

Data Sources

• DNSE public chart API for OHLCV.
• SSI iBoard public endpoints for quotes, reference, ceiling, floor, and company metadata.
• VNDirect Finfo and CafeF for fundamentals.
• CafeF for company news and disclosures.
• Open web search for supplemental current context when the built-in market tools are insufficient.
• DNSE Entrade X / LightSpeed for optional live account reads and order submission.

Integrations

• Claude Agent SDK for model orchestration and MCP tool hosting.
• SQLite via better-sqlite3 for cache, journal, broker records, sessions, team runs, and backtests.
• Ink for the terminal UI.
• DNSE broker adapter for optional live trading, gated by AZOTH_LIVE_TRADING=1.
• Local paper broker for development, backtesting, and safe execution rehearsal.

Safety Notes

• Default autonomy is advisory; order tools are not exposed.
• Confirm mode runs guardrails first, then asks for human approval.
• Auto mode still runs guardrails before order submission.
• Live DNSE trading requires both broker: dnse and AZOTH_LIVE_TRADING=1.
• No release validation placed live broker orders.

Validation

Release checks run for v0.0.1:

• pnpm typecheck
• pnpm test
• pnpm build
• npm pack --dry-run
• Local tarball install via npm exec with azoth init.
• Source and built runtime init smoke tests.
• Built TUI non-TTY smoke test.
• Safe live data-provider health probe against VNINDEX.

Result: all automated tests and build checks passed.